St. Johns Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

St. Johns Investment Management’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-150	Closed	-$36.6K	–	201
2025 Q3	$36.6K	Hold	150	–	–	0.02%	108
2025 Q2	$33.7K	Buy	+150	New	+$31K	0.02%	112

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

St. Johns Investment Management's MGC Position: Q4 2025 in Review

St. Johns Investment Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 150 shares — an estimated $36.6K sold.

St. Johns Investment Management first reported a position in MGC in Q2 2025 and held it in 2 quarters. The position peaked at $36.6K in Q3 2025. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

St. Johns Investment Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
St. Johns Investment Management sold 150 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $36.6K.
St. Johns Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and held it in 2 quarters.
St. Johns Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $36.6K in Q3 2025.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on St. Johns Investment Management's 13F filing for Q4 2025, filed 29 Jan 2026.